# North Carolina Wesleyan University 403(b) Plan
Source: https://planprovider.pro/companies/north-carolina-wesleyan-university-403b-plan

> North Carolina Wesleyan University's 403(b) plan: 142 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** North Carolina Wesleyan University

- **Sponsor EIN:** 560686603

- **Sponsor Address:** 3400 N. WESLEYAN BLVD, ROCKY MOUNT, NC, 278048699

- **Plan Type:** 403(b)

- **Total Participants:** 142

- **Total Assets:** $29.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|142|$29.4M|$487,344|$540,666|

| 2023|148|$26.5M|$481,352|$520,304|

| 2022|143|$23.4M|$462,510|$475,537|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BROWN, EDWARDS & COMPANY, L.L.P.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BROWN, EDWARDS & COMPANY, L.L.P.](https://planprovider.pro/provider/brown-edwards-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$46,782|$8,284|$37,338|—|—|

| 2023|$32,342|—|$27,274|$1,294|—|

| 2022|$17,760|$1,766|$15,813|—|—|

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